Meaghan Brugge is a Series 65-licensed financial advisor with two years of experience. She is the sole advisor at Headwaters Financial Planning, LLC, located in Granby, Colorado. Prior to founding the firm, Brugge worked at Winter Park Resort for nine years. Headwaters Financial Planning, LLC serves a small client base of individuals, high-net-worth individuals, and business entities, offering discretionary asset management, hourly financial planning, and retirement-plan advisory services. The firm employs fundamental analysis and modern portfolio theory to build diversified portfolios tailored to client objectives and risk tolerances, and provides ERISA 3(21) services to workplace retirement plans.

Amy Hamasaki is a CFP® with eight years of industry experience, currently serving as a financial advisor at Equita Financial Network, Inc. She has previously worked at Origin Financial, Mountain Wealth Planning, Mariner Wealth Advisors, Block Advisors, and Dolphin Advisors. Equita Financial Network, Inc. is an SEC-registered firm that provides comprehensive financial planning and investment management services to individual and high-net-worth clients. The firm emphasizes market efficiency and strategic asset allocation, offering discretionary management supported by sub-advisers and tools from the Schwab Managed Account Marketplace.

Jordan Matola is a financial advisor with Prospera Financial Services, Inc. in Fraser, Colorado, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Wells Fargo Advisors, J.P. Morgan Securities, and Ameriprise. Outside of his advisory career, he has an ownership interest in Brand Results, LLC, a marketing business specializing in car cleaning products. Prospera Financial Services, Inc. is a multi-team firm with over 270 advisors managing approximately $14.4 billion in assets, serving a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, portfolio management, and access to multiple advisory platforms, utilizing both discretionary and non-discretionary account management with various model portfolios and third-party money managers.

Conner Hartman is a financial advisor at Osaic Advisory Services, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Osaic, Hartman worked at American Portfolios Financial Services and Nuveen Asset Management. Outside of finance, he has experience working with TaskRabbit and has a background that includes roles at The Vanguard Group and Catawba College. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing proprietary and third-party platforms for portfolio management.

Christine Raines is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. She has 20 years of industry experience, including over 15 years previously with Commonwealth. Raines is the principal and sole owner of Azimuth Wealth Management, LLC, an operating company for securities and insurance business conducted at her branch. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jay Krause is a financial advisor at Creative Planning with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at RMB Capital Management and J.P. Morgan Securities. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Joseph Rooyakkers is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and over 30 years of industry experience. His career includes 17 years at American Portfolios and ongoing work with Wealth Management Services since 2006. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through various program models, utilizing both proprietary guidance and third-party platforms.

Erin Larney Themig is a CFP® with 23 years of industry experience, currently advising clients at Commonwealth Financial Network. She has held multiple roles at Commonwealth Financial Network since 2005, with a brief tenure at LPL Financial from 2007 to 2009, and also works with Azimuth Wealth Management since 2017. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 affiliated advisors and managing over $212 billion in assets. The firm provides a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Ryan Weier is a financial advisor with Osaic Advisory Services, LLC and holds a Series 66 designation. He has 17 years of industry experience and has been with Osaic since 2024. Outside of advisory work, he serves as a board member for the Winter Park Ranch Water Department and holds guest services and hospitality roles at Winter Park Resort. Osaic Advisory Services is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment management and financial planning services delivered through multiple program models, with portfolios managed using proprietary guidance and third-party platforms.

Kelly Fraser is the Vice President and Executive Planning Consultant at Fidelity Investments, a position held since 2021. In this role, Kelly partners with clients to promote personal and financial well-being by aligning and utilizing relevant corporate benefits and collaborative wealth planning. Leveraging Fidelity's extensive resources, Kelly works to simplify complex financial matters and create customized plans tailored to clients' priorities. Prior to joining Fidelity Investments, Kelly served as a Senior Wealth Management Advisor at Wambolt & Associates from 2019 to 2021. Kelly has extensive experience in financial services, having worked as a Senior Learning Manager at Charles Schwab & Co, Inc. from 2017 to 2019, and as a Private Client Advisor with Schwab Private Client Registered Investment Advisor from 2005 to 2017. Kelly holds a California Insurance License. Outside of professional commitments, Kelly enjoys fishing, hiking, music, reading, and skiing.

Jonathan Schultz is a financial advisor with Wells Fargo Advisors in Fraser, Colorado, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior work includes roles at UBS Financial Services and OFI Private Investments Inc, as well as earlier positions within Wells Fargo Clearing. He owns Crystal Creek Wealth Management LLC, an investment-related business in Monument, Colorado, and serves as trustee for Crystal Creek Wealth Management’s 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad array of financial planning services using proprietary research and planning tools, with flexible implementation options through brokerage or advisory programs tailored to client needs.

Martin Nee is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jacob Verdoorn is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has five years of industry experience. Prior to joining Raymond James, he worked at Bank of America and Merrill. He serves as a board member of the Jeff and Julie Verdoorn Foundation, a family nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Amanda Bussa is a financial advisor with OSAIC based in Granby, Colorado, holding a Series 66 designation and bringing 25 years of industry experience. She worked at Lincoln Financial Advisors for 24 years prior to joining OSAIC in 2025. Outside of her advisory role, she serves as Treasurer of the Marian Mothers' Club, overseeing finances for a private girls' high school. OSAIC serves a wide range of clients, including individual and high-net-worth investors as well as institutional entities, offering integrated brokerage, advisory, and wealth management services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools and third-party managers to construct diversified portfolios across various asset classes.

Emily Trainor is a Series 66 licensed financial advisor with Edward Jones, based in Granby, CO, and has two years of industry experience. Prior to joining Edward Jones, she worked at Swift Communications, Grand County Government, Sky-Hi News, and Summit Daily News. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Patricia Kaplan is a financial advisor at Raymond James Financial with 35 years of industry experience. She has held positions at JPMorgan Chase Bank, JP Morgan Securities, and Merrill prior to joining Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through unique affiliations.

Ea Moulton is a financial advisor at Edward Jones with 12 years of industry experience, including two years at Wells Fargo Clearing. She holds a Series 66 designation and has been with Edward Jones since 2016. Outside of advising, she is an owner of a jewelry business started with her sister and manages an online retail LLC that sells products on Amazon and Walmart. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Rebecca Glover is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.